Investment Planning

For the Life of Your Business

We think about the future as much as you do. That’s why we offer planning services and competitive business solutions for you and your employees.

Together, we can help you set up a company retirement savings plan; a great way to attract and keep good employees with tax advantaged, company-sponsored solutions. Options include:

401ks

Simplified Employee Pension (SEP) plans

SIMPLEs

Profit-sharing plans

Money purchase plans

Additionally, we can create a financial strategy to support your retirement, whether it’s an IRA to supplement your retirement plan at work or an annuity for additional income. Plus, we can help you develop a plan to fund these retirement vehicles. We also have savings options designed specifically for the self-employed.

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Bank Deposit

Not Insured by Any Federal Government Agency

Meeting with MillRiver Wealth Management Team is without obligation or cost.

MillRiver Wealth Management is a trade name of MillRiver Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and MillRiver Trust Company are not affiliated.